Increasing Investor Happiness with Holistic and Goal-Based Investment Advice

Journal of Wealth Management, 20 (4), pp. 22-28

14 Pages Posted: 11 Oct 2017 Last revised: 20 Apr 2018

See all articles by Matthias Uhl

Matthias Uhl

University of Zurich - Department of Banking and Finance

Philippe Rohner

University of Zurich - Swiss Banking Institute (ISB)

Date Written: January 1, 2018

Abstract

A holistic wealth overview coupled with goal-based investing is the basis for excellent wealth management and increased investor happiness. Potentially innovative technologies and a shift in focus of financial advisors will offer the tools clients need to understand and manage their holistic wealth situation, empowering them to gain full control over their wealth and to avoid behavioral biases.

Keywords: Wealth Management, Holistic Advice, Goal-Based Investing, Investor Happiness

JEL Classification: G10, G11

Suggested Citation

Uhl, Matthias and Rohner, Philippe, Increasing Investor Happiness with Holistic and Goal-Based Investment Advice (January 1, 2018). Journal of Wealth Management, 20 (4), pp. 22-28. Available at SSRN: https://ssrn.com/abstract=3051143

Matthias Uhl (Contact Author)

University of Zurich - Department of Banking and Finance ( email )

Sch├Ânberggasse 1
Z├╝rich, 8001
Switzerland

Philippe Rohner

University of Zurich - Swiss Banking Institute (ISB) ( email )

Plattenstrasse 14
CH-8032 Zurich, Zurich 8032
Switzerland

Register to save articles to
your library

Register

Paper statistics

Downloads
52
rank
373,255
Abstract Views
252
PlumX Metrics